100% Web-Based

• Nothing to install - accessible entirely through a web browser
• Unlimited simultaneous users at multiple locations
• Changes are processed in real time and can immediately be viewed by any user

Easy to Get Started and Use

• Affordable
• Full support for conversion of existing data
• Intuitive, fast and easy to navigate
• Readily accessible executive summaries and drill-down reporting

Flexible

• Unlimited custom data fields and sections with multiple data types and seamless reporting/security integration
• Comprehensive reporting tool allows clients to easily create and customize their own reports
• Convenient data export for offline reporting and analysis
• Powerful ad hoc searching and reporting capabilities

Secure and Reliable

• Secured through industry-standard encryption
• World-class infrastructure and technologies
• Proactive customer support, unparalleled customer service
• Client-controlled download of portfolio data and documents as a standard feature